Systems Simplified

Ryan Tansom is the Co-founder and Partner of Arkona, a company that teaches business owners how to grow the value of their business through educational workshops, fractional CFO services, and strategic planning.

Ryan started his career working in his family's business, where he helped turn it around and sold it for eight figures. He hosts the popular podcast, Intentional Growth, which boasts over 300 episodes and more than 300,000 downloads. Additionally, he is a frequent keynote speaker and a soon-to-be author.

Most entrepreneurs fail to realize the potential value of their business because they chase growth rather than building the true drivers of value. They don't have a clear focus on what strategies to use to increase their company's valuation.

If you are passionate about your business and want to create a valuable company that gives you the freedom and ability to accomplish all your goals, then you must shift your mindset and hone in on long-term value creation. According to Ryan Tansom, who turned around his struggling family business and eventually sold it for eight figures, it's all about intentional growth. He developed a framework that helps you get clear on your overall goals so you can put them to the top of your list and use them as a decision-making lens. You also have to determine your financial targets, figure out your exit options, and have a great team of advisors that helps you through the process. Do you want to learn how to build a valuable asset to secure your financial future and achieve your goals?

In this episode of the Systems Simplified podcast, Adi Klevit interviews Ryan Tansom, the Co-founder and Partner of Arkona, about how to increase the value of your business. Ryan explains the five intentional growth principles, the methods of valuing a company, and how the eight functional areas that create value work.

Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive.

There are many benefits of having well-documented processes and procedures. They include ensuring standardization and consistency of operations, improving the onboarding process for new employees, promoting knowledge transfer, increasing profitability, and boosting overall company efficiency.

So, what does it take to create the perfect manual for documenting processes? Does it focus on your company's goals and objectives, your customers, or your employees? How can you design and create the ideal manual that helps you scale your business and increase revenue?

In this episode of the Systems Simplified podcast, Adi Klevit is interviewed by Dr. Jeremy Weisz, Co-founder of Rise25 Media, about her process for creating the perfect documentation manual. Adi also talks about her clients' primary reasons for documenting processes, clients' main questions and concerns, and the key results and benefits they get from process and procedure documentation.

Robert Hartline is a serial entrepreneur and EOS Implementer. He is the Founder of multiple businesses, including CallProof, Shift Your Time, and Hytch Rewards. After growing his first business from $11 million to over $100 million in less than three years, Robert was inspired to help other entrepreneurs gain traction with their businesses. He currently lives in Nashville with his wife and two kids.

What is the key to a successful selling process? Does the secret lie in your salespeople, your customers, or your communication style?

A company's selling process is a crucial element for building a successful business. For Robert Hartline, the process that helped him build multiple thriving businesses is based on his core values. He focuses on showing care to his customers, building trust, and growing repeat sales through referrals.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Robert Hartline, the Founder of CallProof, Shift Your Time, and Hytch Rewards, about developing a successful sales process based on your core values. Robert also shares how he learned about EOS, his best practices for getting referrals, and his communication strategies for increasing sales. Stay tuned.

Glenn Diehl is the Owner, President, and CEO of Genesis Exhibits, a live events company. He purchased the company – formerly known as Skyline Genesis Event Marketing – in 1998, diversifying its services and rebranding it five years ago. Glenn has been in the trade show and live events business for over 35 years.

How do you measure the ROI of your business? Do you base it on revenue, employee efficiency, or profits?

For Glenn Diehl, an important benchmark for his company is revenue per head. But to ensure that he gets maximum benefits or ROI from his employees, he supports them by having the right systems and processes in place – ultimately increasing their performance and efficiency. His philosophy centers around process improvement.

Glenn Diehl, the Owner, President, and CEO of Genesis Exhibits, is Adi Klevit's guest in this episode of the Systems Simplified podcast where he shares his strategies for measuring a company's ROI. He talks about the evolution of the live events industry, differentiates between the structural and procedural parts of a business, and shares strategies for continually scaling a business. Stay tuned.

Jennifer Spooner is the Co-owner and CEO of The Aesthetic Experience, a Digital Smile Design (DSD) clinic that provides luxury dental and aesthetic services. Jennifer started her career in the real estate industry in 2002 and worked as a mortgage broker for 16 years. She systematized her mortgage business and in 2020 joined her sister, Dr. Olesya Salathe, to start The Aesthetic Experience. Jennifer is also the Co-owner of The Dentist Off Main and Co-host of the OZ Unscripted podcast.

Starting and growing a successful business requires commitment and constant improvements. It also requires business owners to be flexible, hire the right employees, and surround themselves with a team of trusted professionals.

In addition to this, it's essential for business owners to have the right systems and processes in place if they want to accelerate growth and diversify into other businesses. This is what Jennifer Spooner learned after systematizing her mortgage business. By documenting her processes, she was able to join her sister's practice and launch a new business venture.

Jennifer Spooner, the Co-owner and CEO of The Aesthetic Experience, is Adi Klevit's guest in this episode of the Systems Simplified podcast, where she explains how systematizing her mortgage company helped her diversify into other businesses. Jennifer also talks about her experience documenting processes, what she learned about delegating work, and her morning rituals and future business plans. Stay tuned.

Ashley Ingle is the Founder and CEO of Profit Matters, an accounting company that provides bookkeeping, taxation, CFO, and other financial services to businesses, with a specialization in the construction and manufacturing industries. Profit Matters is 100% virtual and uses a powerful combination of skilled professionals and automated software tools to solve financial challenges. Ashley is a serial entrepreneur and also serves as the President of Ashley Concrete, a commercial concrete contractor located in DFW, Texas.

One of the main goals of going into entrepreneurship or starting a business is to make profits. Businesses need cash to take care of their daily operations, including managing payroll, stock or inventory, and advertising.

Regardless of which accounting method you choose, managing your cash flow is very important for the success of your business. Cash flow problems can limit the growth of your business and lead to loss of employees and clients. But, with efficient processes and procedures, you can achieve consistent sales and grow profits — which will help you scale your business.

Ashley Ingle, the Founder and CEO of Profit Matters, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about managing cash flow in order to scale your business. Ashley also shares tips for running a virtual team, talks about the benefits of having well-documented processes and procedures, and discusses the lessons she learned from working in the construction industry.

Krish Ramineni is the Co-founder and CEO of Fireflies.ai, an artificial intelligence assistant platform that records, transcribes, and organizes voice conversations for virtual meetings. The platform integrates with various project management, CRM, and storage apps like Slack, Asana, Trello, Zoho, Salesforce, HubSpot, and Dropbox. Before founding Fireflies, Krish worked in Product Management at Microsoft.

Do your company's processes and procedures limit the speed of your operations? Do they involve layers of bureaucracies and approvals that reduce your team's efficiency?

If your business system slows down your company's productivity and growth, it's time to review it. Good processes should not be bureaucratic; they should be balanced, simple, and provide guidance. They should also give employees the freedom to execute their tasks effectively based on the documented procedures — without having to reach out to the company's management.

Krish Ramineni, the Co-founder and CEO of Fireflies, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about his systems for automating meetings and using processes to increase productivity. Krish also shares his tips for building a remote company, talks about his hiring process, and discusses the benefits of using Fireflies.

Dan Zawacki is the Founder of Lobster Gram, a company that sold and delivered live lobsters and seafood around the US as gifts. He started Lobster Gram in his garage in 1987 and bootstrapped it into a $15 million company before selling it in 2017. Dan is now a Certified Traction/EOS Implementer with a passion for teaching, facilitating, and coaching business owners and their leadership teams on how to get the most out of their companies and live a better life.

Processes and procedures are essential for companies that want to grow quickly and scale profitably. They help ensure uniformity of tasks, improve onboarding and training of new employees, and keep everyone on the same page.

Because of this, Dan Zawacki believes that business owners need great processes in order to build great companies, scale, and achieve success. As he says, good processes will only get you an average company. However, documenting processes and procedures can often be difficult for entrepreneurs. Dan joins Adi Klevit to explain why this is so and share his strategies for simplifying the process.

In this episode of the Systems Simplified podcast, Adi Klevit interviews Dan Zawacki, the Founder of Lobster Gram and current EOS Implementer, about how he used processes to grow and profitably scale his company. Dan talks about the hiring lessons he learned while building Lobster Gram, how to overcome the challenges of documenting processes, and the benefits of being an EOS Implementer.

Nelson Tepfer is the Co-founder and CEO of ProCFO Partners, a company that provides financial advising to businesses. ProCFO Partners has over 35 fractional CFOs that help companies scale their businesses through financial reporting, analysis, and KPIs. Before launching the business, Nelson served as a Chief Financial Officer, interim CFO, and consultant across multiple industries. He has over 25 years of experience helping companies achieve their strategic, financial, and operational goals.

Scaling your business can be time-consuming and arduous. It's not enough to simply put systems into place and track data. You have to know how to use these factors to grow your company.

As the Co-founder and CEO of ProCFO Partners, a financial advising company, Nelson Tepfer is an expert at scaling businesses. He has key tips and tricks for keeping your company's systems and processes up to date and relevant as you grow. With his help, you can understand the difference between active and passive data tracking to take your company to the next level.

In today's episode of Systems Simplified, Adi Klevit sits down with Nelson Tepfer, the Co-founder and CEO of ProCFO Partners, to talk about scaling your business to make a profit. Nelson goes into detail about the importance of investing in the right experts, software, and functions, how to leverage key performance data, and the main financial components of growing a business.

Michele Williams is the Founder and CEO of Scarlet Thread Consulting, where she coaches six- and seven-figure business owners in the creative space and interior design industry. She began her career in financial software development, where she nurtured her tech, testing, and organizational skills. Now, Michele is a certified Profit First coach and a trusted business strategist. She is also the Host of the Profit Is A Choice podcast, as well as a renowned speaker and author.

Have you been struggling to build a successful business? Do you find it difficult to manage your time, team, and profits?

According to Michele Williams, to build a successful company, you need a solid foundation, a clear intention, the right people, effective processes, and a strategic profit plan. The key is to know your "why" for building the business, as well as your values and strengths as a business owner — and to ensure that you have the right systems in place to execute your vision.

Michele Williams, the Founder and CEO of Scarlet Thread Consulting, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about the five systems for creating a successful business. Michele explains why companies need a solid foundation, advises creative people on using processes, and talks about managing profits and cash flows. Stay tuned.